Skip to content

FFG RETIREMENT ADVISORS LLC: IVW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FFG RETIREMENT ADVISORS LLC on IVW, newest first. How the timeline and the estimate are built.

FFG RETIREMENT ADVISORS LLC held 45,750 IVW shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,750 shares
    Change vs previous 13F +640 shares

    3.33% of the 13F portfolio, value $6,291,968.

    13F-HR 0001951757-26-000985 filed by FFG RETIREMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 45,110 shares
    Change vs previous 13F +1,823 shares

    2.97% of the 13F portfolio, value $5,102,433.

    13F-HR 0001951757-26-000611 filed by FFG RETIREMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 43,287 shares
    Change vs previous 13F +782 shares

    3.31% of the 13F portfolio, value $5,335,556.

    13F-HR 0001951757-26-000046 filed by FFG RETIREMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 42,505 shares
    Change vs previous 13F -11,184 shares

    3.18% of the 13F portfolio, value $5,131,204.

    13F-HR 0001951757-25-001175 filed by FFG RETIREMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 53,689 shares
    Change vs previous 13F -734 shares

    3.7% of the 13F portfolio, value $5,911,159.

    13F-HR 0001951757-25-000899 filed by FFG RETIREMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 54,423 shares
    Change vs previous 13F -3,381 shares

    3.44% of the 13F portfolio, value $5,052,087.

    13F-HR 0001951757-25-000343 filed by FFG RETIREMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 57,804 shares
    Change vs previous 13F -595 shares

    3.83% of the 13F portfolio, value $5,868,840.

    13F-HR 0001951757-25-000092 filed by FFG RETIREMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 58,399 shares
    Change vs previous 13F not available

    3.64% of the 13F portfolio, value $5,591,704.

    13F-HR 0001951757-24-001103 filed by FFG RETIREMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).